TorbatYar/docs/workspace-roadmap.md

# Workspace Platform Roadmap (Torbat Workspace)

> First production slice (`workspace-15.0`–`workspace-15.8`) is implemented. Next authorized phase is **`workspace-15.9`** only.  
> Completed work → [progress.md](progress.md). Immediate milestone → [next-steps.md](next-steps.md). Module inventory → [module-registry.md](module-registry.md#workspace).

Independent **Workspace Platform** (commercial product: **Torbat Workspace**): enterprise work management — projects, tasks, content operations, editorial calendar, creative workflow, collaboration, files/assets, CRM/Accounting integration, AI assistant hooks, and reporting.

Category: **Platform Product**. Purpose: **Enterprise Work Management Platform**.

The Workspace Platform becomes the operational center for organizations. It includes (product intent — phased):

- Project Management · Task Management
- Content Operations · Editorial Calendar · Creative Studio
- Marketing Operations
- Team Collaboration · Client Collaboration
- File Management · Digital Assets · Approval Workflow
- OKR · KPI
- Resource Planning · Time Tracking · Project Cost Control
- Accounting Integration · CRM Integration
- AI Assistant · Reporting

Implementation of every phase must follow the [Enterprise / AI Development Framework](ai-framework/README.md) ([ADR-013](architecture/adr/ADR-013.md), [ADR-018](architecture/adr/ADR-018.md), [ADR-019](architecture/adr/ADR-019.md), [ADR-024](architecture/adr/ADR-024.md)).

---

## Phase Overview

| Phase | Identifier | Title | Status |
| --- | --- | --- | --- |
| Reg | `workspace-reg` | Workspace Platform Registration | **Complete** (docs only) |
| 15.0 | `workspace-15.0` | Workspace Foundation | **Complete** |
| 15.1 | `workspace-15.1` | Workspace Core | **Complete** (Work Hub/teams; OKR/KPI engines not built) |
| 15.2 | `workspace-15.2` | Projects | **Complete** (CRUD/progress; Gantt/resource-planning not built) |
| 15.3 | `workspace-15.3` | Tasks | **Complete** |
| 15.4 | `workspace-15.4` | Content Studio | **Complete** |
| 15.5 | `workspace-15.5` | Creative Workflow | **Complete** |
| 15.6 | `workspace-15.6` | Collaboration | **Complete** (comments/mentions/activity; notes entity not built) |
| 15.7 | `workspace-15.7` | Calendar | **Complete** |
| 15.8 | `workspace-15.8` | Files & Assets | **Complete** (asset references only) |
| 15.9 | `workspace-15.9` | CRM & Accounting Integration | Planned |
| 15.10 | `workspace-15.10` | AI & Analytics | Planned |
| 15.11 | `workspace-15.11` | Enterprise Validation | Planned |

Phase documents are created at implementation time from [phase-template.md](ai-framework/phase-template.md). This roadmap is the registration SoT until then.

---

## Naming (normative)

| Term | Owner | Do not confuse with |
| --- | --- | --- |
| **Torbat Workspace** | this product | Core Tenant Workspace |
| **Work Hub** | this service | Experience Workspace; Payment Workspace |
| **Workspace Project** | this service | Accounting analytical **Project** |
| **Workspace Task** | this service | CRM sales **Task** |
| Events `workspace.*` | this service | `experience.workspace.*`, `payment.workspace.*` |

See [ADR-024](architecture/adr/ADR-024.md) and [glossary.md](glossary.md).

---

## Phase 15.0 — Workspace Foundation

**Objective:** Independent `workspace` / `workspace-service` scaffold with tenant-aware foundation aggregates, permissions, publish-only events, provider contracts, health/capabilities — no project/task/content engines.

**In scope (planned):**

- Service folder `backend/services/workspace` (future implementation); deployable name `workspace-service`
- Database `workspace_db`; API prefix `/api/v1`; port **8013** (reserved)
- Foundation shells: WorkHub, WorkspaceRole, WorkspacePermission, ExternalProviderConfig, WorkspaceConfiguration, WorkspaceSetting, WorkspaceAuditLog, OutboxEvent
- Provider contracts only: Identity, CRM, Accounting, File Storage, Communication, Experience, AI Assistant
- Permissions `workspace.*`; events `workspace.*`
- Health `/health`, capabilities `/capabilities`, metrics `/metrics`
- Alembic `0001_initial` (at implementation); architecture / tenant / permission / migration / docs tests

**Out of scope:** Projects, tasks, kanban/gantt engines, content studio, creative review, collaboration threads, calendars, DAM, CRM/Accounting adapters, AI, analytics, frontend.

**Capabilities unlocked:** none beyond module enablement (`workspace.module.enabled` planned).

---

## Phase 15.1 — Workspace Core

**Objective:** Product kernel — Work Hub, spaces/teams, settings, OKR/KPI shells, capability discovery.

**In scope (planned):** Work Hub lifecycle, spaces/teams, core settings, permission catalog expansion, OKR/KPI definition shells, capability flags for later modules.

**Out of scope:** Project/task engines, content production, file binaries, CRM/Accounting postings, AI execution.

**Capabilities:** `okr`, `kpi` (shells).

---

## Phase 15.2 — Projects

**Objective:** Project management aggregates — project lifecycle, membership, resource-planning shells, project cost-control shells, Gantt-ready structure (no full scheduler UI).

**In scope (planned):** Workspace Project, project members, status/lifecycle, resource-planning shells, project cost-control shells (intents only), Gantt structure refs.

**Out of scope:** Accounting journals, CRM opportunities, task board engine (15.3), calendar engine (15.7).

**Capabilities:** `projects`, `gantt`, `resource-planning`.

---

## Phase 15.3 — Tasks

**Objective:** Task management and Kanban — work items, assignment, status, board views.

**In scope (planned):** Workspace Task, lists/boards, Kanban columns, assignment, due dates, task events, `workspace.tasks.*` permissions.

**Out of scope:** CRM sales tasks, time-tracking engine (may attach later), creative approvals (15.5), calendar recurrence (15.7).

**Capabilities:** `tasks`, `kanban`.

---

## Phase 15.4 — Content Studio

**Objective:** Content operations — editorial items, marketing content pipeline, content status — not Experience pages.

**In scope (planned):** Content items, content types, editorial status, content operations events.

**Out of scope:** Experience sites/pages/themes ([ADR-016](architecture/adr/ADR-016.md)), publish_id issuance ([ADR-022](architecture/adr/ADR-022.md)), creative review engine (15.5).

**Capabilities:** `content`.

---

## Phase 15.5 — Creative Workflow

**Objective:** Creative studio workflow — review cycles, approval workflow, creative-review states.

**In scope (planned):** Creative review packages, approval steps, decision records, `workspace.approvals.*` / `workspace.creative-review.*`.

**Out of scope:** Experience publish workflow, Identity auth challenges, Payment capture on approvals.

**Capabilities:** `creative-review`, `approvals`.

---

## Phase 15.6 — Collaboration

**Objective:** Team and client collaboration — notes, comments, mentions — work-management domain only.

**In scope (planned):** Notes, comment threads, mentions, team collaboration, client collaboration shells (guest/client refs, not Identity admin).

**Out of scope:** CRM sales timeline/comments/mentions, Communication message delivery, Live Chat / Smart Messenger ownership.

**Capabilities:** `notes`, `comments`, `mentions`.

---

## Phase 15.7 — Calendar

**Objective:** Operational and editorial calendars — scheduling views over projects, tasks, and content.

**In scope (planned):** Calendar, editorial calendar, date bindings to projects/tasks/content, calendar events.

**Out of scope:** Sports/Healthcare/Beauty booking engines, Experience appointment pages, Communication reminder delivery.

**Capabilities:** `calendar`, `editorial-calendar`.

---

## Phase 15.8 — Files & Assets

**Objective:** File management and digital asset catalog — metadata and refs only.

**In scope (planned):** Folders, file metadata, digital asset catalog, `file_ref` pointers to File Storage, asset events.

**Out of scope:** Blob storage, S3 credentials, signed-URL engine (File Storage), Experience media as page-builder SoT.

**Capabilities:** `files`, `assets`.

---

## Phase 15.9 — CRM & Accounting Integration

**Objective:** Integration contracts — CRM refs, time tracking, project cost intents to Accounting. No foreign ownership.

**In scope (planned):** CRM contact/organization/opportunity refs, time-tracking entries, project cost-control intents, Accounting posting-intent client, events for downstream consumers.

**Out of scope:** CRM Lead/Opportunity ownership, Accounting JournalEntry / Posting Engine, Payment capture, Loyalty ledgers.

**Capabilities:** `time-tracking` (plus CRM/Accounting integration contracts).

---

## Phase 15.10 — AI & Analytics

**Objective:** Optional AI assistant hooks and workspace analytics/reporting.

**In scope (planned):** Analytics snapshots, reporting shells, AI assistant capability via AI Assistant contracts, `workspace.analytics.*` / `workspace.ai-assistant.*`.

**Out of scope:** Owning `ai_assistant` product, mandatory AI for any workflow, central BI warehouse.

**Capabilities:** `ai-assistant`, `analytics`.

---

## Phase 15.11 — Enterprise Validation

**Objective:** Final enterprise-grade validation across the Workspace Platform prior to GA.

**In scope (planned):** Cross-phase quality gates, boundary audit, permission/event completeness, commercial compatibility re-check, documentation repair.

**Out of scope:** New product engines, other services' remaining phases, Commercial Runtime seed/implementation.

---

## Registered Capabilities (architecture)

Declared for Commercial Runtime / Capability Registry compatibility. **No capability rows, bundles, or engines are implemented.**

| Capability key | Label | Phase |
| --- | --- | --- |
| `workspace.projects` | projects | 15.2 |
| `workspace.tasks` | tasks | 15.3 |
| `workspace.kanban` | kanban | 15.3 |
| `workspace.calendar` | calendar | 15.7 |
| `workspace.gantt` | gantt | 15.2 |
| `workspace.content` | content | 15.4 |
| `workspace.editorial-calendar` | editorial-calendar | 15.7 |
| `workspace.creative-review` | creative-review | 15.5 |
| `workspace.approvals` | approvals | 15.5 |
| `workspace.assets` | assets | 15.8 |
| `workspace.time-tracking` | time-tracking | 15.9 |
| `workspace.resource-planning` | resource-planning | 15.2 |
| `workspace.okr` | okr | 15.1 |
| `workspace.kpi` | kpi | 15.1 |
| `workspace.notes` | notes | 15.6 |
| `workspace.comments` | comments | 15.6 |
| `workspace.mentions` | mentions | 15.6 |
| `workspace.files` | files | 15.8 |
| `workspace.ai-assistant` | ai-assistant | 15.10 |
| `workspace.analytics` | analytics | 15.10 |

---

## Commercial Product (architecture only)

| Field | Value |
| --- | --- |
| Product | **Torbat Workspace** |
| Category | Platform Product |
| Purpose | Enterprise Work Management Platform |
| Commercial Runtime | Compatible (registry entry later; no seed now) |
| Bundle | Compatible (optional Business Bundle mapping later) |
| Capability | Compatible (keys above) |
| Subscription | Compatible ([ADR-023](architecture/adr/ADR-023.md) contracts) |
| License | Compatible (L1 `workspace.module.enabled` planned) |
| Trial | Compatible (trial policy target later) |
| Implementation | **None** — no catalog YAML, no runtime rows, no admin UI, no billing |

Adding this product later to Commercial Runtime requires only PlatformProduct registration + capability rows + optional bundle mapping ([ADR-023](architecture/adr/ADR-023.md) future-product rules). Core commercial architecture does not change.

---

## Technical Registration (planned)

| Field | Value |
| --- | --- |
| Service identifier | `workspace` |
| Deployable name | `workspace-service` |
| Service folder | `backend/services/workspace` (at 15.0) |
| Database | `workspace_db` |
| API port | **8013** (reserved) |
| API prefix | `/api/v1` |
| Health | `/health` |
| Capabilities discovery | `/capabilities` |
| Metrics | `/metrics` |
| Permission prefix | `workspace.*` |
| Event namespace | `workspace.*` |
| Frontend route prefix | `/workspace` (dedicated shell; future) |
| Tenant aware | Yes (required) |
| Public contracts | Health/capabilities/metrics + versioned `/api/v1` resources (per phase) |
| Internal contracts | Token-gated CRM / Accounting / File Storage / AI / Communication refs |
| Required dependencies | Core Platform, Identity & Access, shared-lib |
| Optional dependencies | CRM, Accounting, File Storage, Communication, Experience, AI Assistant |
| Future extensions | Template marketplace, external PM connectors, mobile, portfolio/program mgmt, Automation consumer hooks |

---

## Cross-Module Dependencies

| Platform | Relationship |
| --- | --- |
| Core | Entitlement, tenant resolution, memberships; **not** work-management ownership |
| Identity | User/profile refs for members, clients, assignees |
| CRM | Optional contact / organization / opportunity refs (15.9) |
| Accounting | Time/cost posting intents only (15.9); Project cost is not a journal |
| File Storage | Binary refs for files/assets (15.8) |
| Communication | Mentions / approval / calendar notifications (client) |
| Experience | Optional public showcase pages; Content Studio does not own sites |
| AI Assistant | Optional assistant (15.10); Workspace remains usable when AI is off |
| Payment | Out of scope unless a future paid-approval action binds `publish_id` |

---

## Boundary Reminders

- Workspace owns work-management aggregates in `workspace_db` only.
- No cross-database foreign keys; no importing other services' models.
- Financial postings only through Accounting Posting Engine ([ADR-010](architecture/adr/ADR-010.md)).
- Messaging only through Communication ([ADR-012](architecture/adr/ADR-012.md)).
- Public surfaces use `publish_id` when published ([ADR-022](architecture/adr/ADR-022.md)).
- Do not implement 15.0–15.11 from this registration.

---

## Related Documents

- [ADR-024](architecture/adr/ADR-024.md)
- [Module Registry — workspace](module-registry.md#workspace)
- [Module Boundaries — Workspace](architecture/module-boundaries.md)
- [Progress](progress.md)
- [Roadmap](roadmap.md)
- [Next Steps](next-steps.md)
- [Phase Manifest](ai-framework/phase-manifest.yaml)
- [Service Manifest](ai-framework/service-manifest.yaml)
- [AI / Enterprise Development Framework](ai-framework/README.md)